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What is tractFile
tractFile is a powerful and simple to use contract management and CRM software. The tractFile system is fully customizable and flexible and allows you to keep track of contracts and recurring transactions. tractFile also boasts an excellent CRM module which is great for setting reminders and keeping up with your customers' needs.
Benefits of using tractFile
The CRM module also allows you to create company profiles or only customer profiles and you can link client profiles to a company. Once in the system, you can connect reminders to customers so you know when to send them by e-mail or if you have a meeting with them.
Why should I use tractFile
The tractFile contract management module allows you to create templates for your contracts by highlighting different clauses in the contract to send to your customers to make sure they read that part. You can also set up recurring payments for contracts that automate billing.
What is Accelo
Accelo is cloud-based software that combines simple and powerful tools for professional services so that companies can keep their business flowing, start projects and make their employees and customers happy without being hampered by poor-quality systems, manual processes, and inadequate tools that they limit the growth of the business.
Benefits of using Accelo
Accelo was initially developed as an internal system for a rapidly growing professional service to help manage sales, projects, services and billing. Since then, it has expanded its capabilities to include CRM, project management and client services, making it a multifaceted business solution so that they are better able to provide professional services to staff and customers.
Why should I use Accelo
Accelo offers a CRM platform that easily creates professional relationships with customers. This CRM updates itself whenever someone in the company interacts with a customer, saving time and providing the account owner with oversight of what is happening. It can also drive business processes intelligently, provide alerts if things are going astray, make predictions and ensure that the company remains focused on its goal.
Create new Accelo
leads with tractFile
leads with tractFile
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